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Online Resumes with "Accredited Investment Fiduciary"
Financial Services Professional
Ideal Companies: Watson Wyatt, Callan, Cambridge, Mercer, LCG Associates
Tags for this Online Resume: Investment Consultant
Retirement Planner 20+ years in both Corporate and Individual Market using investments and insurance products to provide solutions to Retirement Planning needs.
I want to make as much money as possible, while always acting in my client's best interest. I want to particpate in the education of America in saving for the future.
Ideal Companies: Bolton&Co, Marsh, LPL, NY Life, Morgan Stanley/Smith Barney, BNY Mellon
Tags for this Online Resume: Manager, MSOffice, Sales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401(k) Plan sales and marketing
Financial Services Sales Agent - 20 Years of Experience - Near 56560
Secure either financial services or healthcare industry position to assimilate prior employment experiences
Ideal Companies: Medtronic, American Funds
Tags for this Online Resume: communicator, assimilates technical information, connector, relationship builder, FINRA Securities Series 65, 7, 63, SAP MM module, Securities, Business Development